[Hiring] Financial Analyst @FinanceWithin

Role Description

We are looking for an experienced FP&A or analytics professional to build financial models, KPIs, forecasts, and operating budgets (annual, quarterly, monthly, weekly) for multiple clients. You should feel comfortable working with 4 to 8 clients at once and will report to a Finance Director leading those clients.

Ecommerce and CPG experience is required. You must have worked inside these verticals and understand the key performance metrics that drive them. Retail distribution experience is a strong plus.

Must be available during standard business hours, Central and/or Eastern Time.

Responsibilities

• Build and maintain demand planning financial models and operating models for clients, including 13 week cash flow and balance sheet.
• Oversee and manage the creation and development of budgets.
• Review and evaluate client KPIs established by leadership teams; build dashboards.
• Perform variance and trend analysis for departmental expenses and strategic projects.
• Ensure data accuracy in financial models, ensuring alignment and reconciliation between managerial analysis and accounting books.
• Assist in the research, analysis, and compilation of data input to create appropriate data sets for business plans and cases that address corporate initiatives.
• Prepare due diligence documentation (e.g. putting together credit packages for lenders or editing pitch decks for startups).
• Work closely with CFO and Controller internally to support client needs.
• Support ad hoc reporting, projects and strategic initiatives.

Qualifications

• 3+ years in financial planning and analysis, or in a quantitative or analytics role where you built and owned forecasting or planning models. 2+ years of financial modeling and cash forecasting experience is required.
• Ecommerce and/or CPG experience is required. You understand how these businesses make money: channel margin, landed cost, contribution margin, inventory turns, CAC and LTV.
• Bachelor's in Finance, Accounting, Economics, Statistics, Data Science, or a related quantitative field.
• Experience managing multiple clients at once.
• Excellent analytical and communication skills.
• Synthesize meaningful themes from quantitative and qualitative data, and the ability to discuss these findings with senior management.
• Working knowledge of accounting principles and GAAP, or the ability to pick them up quickly.
• Proactive, solutions oriented, and focused on the client.
• Comfort working in accounting systems. Experience with QBO, Xero, or NetSuite is a plus.
• Advanced in Excel and Google Sheets, strong in PowerPoint. SQL, Python, or BI tools (Looker, Power BI, Tableau) are a plus.